UpFront PLANSPONSOR October 2016

What The 403(b) Excessive Fee Lawsuits Do Not Consider

403(b) plan's have a much different history than 401(k) plans

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Compliance | January 15th, 2021

The newly published text of the settlement agreement and accompanying order include significant non-monetary actions to be undertaken by UPenn.

Compliance | December 4th, 2020

The filing of a stay motion related to a forthcoming settlement represents the beginning of the end for the complicated...

Compliance | November 24th, 2020

The plan’s investment policy statement allegedly called for 70% of the plan’s assets to be allocated into domestic fixed income...